Carolina Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$25K | – | 285 |
|
|
2021
Q4 | $25K | Sell |
400
-7,803
| -95% | -$488K | 0.01% | 157 |
|
|
2021
Q3 | $485K | Sell |
8,203
-289
| -3% | -$17.1K | 0.32% | 36 |
|
|
2021
Q2 | $567K | Sell |
8,492
-191
| -2% | -$12.8K | 0.38% | 34 |
|
|
2021
Q1 | $548K | Sell |
8,683
-8,884
| -51% | -$561K | 0.4% | 34 |
|
|
2020
Q4 | $1.09M | Sell |
17,567
-234
| -1% | -$14.5K | 0.88% | 29 |
|
|
2020
Q3 | $1.07M | Buy |
17,801
+1,357
| +8% | +$81.8K | 0.94% | 29 |
|
|
2020
Q2 | $967K | Buy |
16,444
+1,436
| +10% | +$84.4K | 0.94% | 31 |
|
|
2020
Q1 | $837K | Buy |
15,008
+5,855
| +64% | +$327K | 0.97% | 28 |
|
|
2019
Q4 | $588K | Buy |
+9,153
| New | +$588K | 0.56% | 33 |
|